Vault-13

FIRST TR EXCHNG TRADED FD VI SMAY

FT VEST U.S · ETP · CUSIP 33740F466

66 institutional holders +9 vs Q1 2026
1,403,9111.4m shares reported held*
$38.9mreported value*
17 new 22 added 17 reduced 5 sold out net bought ≈ $6.8m (+239.9k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($8.5k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $27.68.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0255075Q2 23: 15Q3 23: 25Q4 23: 28Q1 24: 27Q2 24: 44Q3 24: 54Q4 24: 55Q1 25: 53Q2 25: 59Q3 25: 54Q4 25: 62Q1 26: 57Q2 26: 6666Q2 23Q1 24Q4 24Q3 25Q2 26
Numbers
QuarterHolders
Q2 202315
Q3 202325
Q4 202328
Q1 202427
Q2 202444
Q3 202454
Q4 202455
Q1 202553
Q2 202559
Q3 202554
Q4 202562
Q1 202657
Q2 202666

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 24: 37 bought or addedQ3 24: 15 cut or sold outQ4 24: 12 bought or addedQ4 24: 28 cut or sold outQ4 24Q1 25: 17 bought or addedQ1 25: 31 cut or sold outQ2 25: 30 bought or addedQ2 25: 24 cut or sold outQ2 25Q3 25: 17 bought or addedQ3 25: 32 cut or sold outQ4 25: 18 bought or addedQ4 25: 29 cut or sold outQ4 25Q1 26: 11 bought or addedQ1 26: 37 cut or sold outQ2 26: 39 bought or addedQ2 26: 22 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20243715
Q4 20241228
Q1 20251731
Q2 20253024
Q3 20251732
Q4 20251829
Q1 20261137
Q2 20263922

Biggest buyers

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +62,482+62.5k
Jefferies Financial Group Inc. New +26,785+26.8k
LPL Financial LLC Added +21,753+21.8k
Quad-Cities Investment Group, LLC New +21,493+21.5k
OSAIC HOLDINGS, INC. Added +21,334+21.3k
Optivise Advisory Services LLC New +20,232+20.2k
StoneX Group Inc. New +17,066+17.1k
RAYMOND JAMES FINANCIAL INC Added +15,631+15.6k
Csenge Advisory Group New +14,839+14.8k
PARK AVENUE SECURITIES LLC New +13,517+13.5k

Biggest sellers

Lionshead Wealth Management, LLC Reduced -54,418-54.4k
SMART Wealth LLC Reduced -24,329-24.3k
Foundations Investment Advisors, LLC Sold out -9,947-9.9k
Arkadios Wealth Advisors Reduced -4,535-4.5k
Larson Financial Group LLC Sold out -2,948-2.9k
MGO ONE SEVEN LLC Reduced -2,005-2.0k
BFI Wealth Solutions, LLC Reduced -1,772-1.8k
TWIN PEAKS WEALTH ADVISORS, LLC Sold out -1,286-1.3k
UBS Group AG Sold out -721-721
Ashton Thomas Private Wealth, LLC Reduced -668-668

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
FIRST TRUST PORTFOLIOS LP 13G · institution +2.9 pts · filed 2026-10-22 44.7% +2.9 pts 1.8m≈ $50.7m 2026-10-22

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MGO ONE SEVEN LLC 0.05% of their portfolio Beachwood, OH 112,893112.9k $3.2m $3.2m 0.05% Reduced -2.0k -2,005
2 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 106,310106.3k $3.0m $3.0m 0.00% Added +6.4k +6,360
3 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 91,60791.6k $2.6m $2.6m 0.00% Added +21.8k +21,753
4 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 85,36485.4k $2.4m $2.4m 0.00% Added +21.3k +21,334
5 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 81,15581.2k $2.3m $2.3m 0.00% Added +62.5k +62,482
6 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 60,82960.8k $1.7m $1.7m 0.00% Added +3.3k +3,328
7 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 53,17453.2k $1.5m $1.5m 0.00% Added +12.9k +12,875
8 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 46,85646.9k $1.3m $1.3m 0.00% Added +2.9k +2,892
9 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 44,89544.9k $1.3m $1.3m 0.00% Added +15.6k +15,631
10 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 38,44538.4k $103.4k $103.4k 0.00% Added +1.1k +1,103
11 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 38,09338.1k $1.1m $1.1m 0.00% Added +2.0k +1,976
12 BFI Wealth Solutions, LLC 0.79% of their portfolio DALLAS, TX 37,66637.7k $1.1m $1.1m 0.79% Reduced -1.8k -1,772
13 SMART Wealth LLC 0.23% of their portfolio Omaha, NE 37,65737.7k $1.1m $1.1m 0.23% Reduced -24.3k -24,329
14 NorthCrest Asset Manangement, LLC 0.03% of their portfolio PLYMOUTH, MN 34,72634.7k $982.1k $982.1k 0.03% Unchanged
15 First Heartland Consultants, Inc. 0.06% of their portfolio LAKE ST. LOUIS, MO 33,01233.0k $936.9k $936.9k 0.06% Added +1.0k +1,012
16 Ignite Planners, LLC 0.11% of their portfolio SAN CLEMENTE, CA 27,46627.5k $779.5k $779.5k 0.11% Added +1.3k +1,261
17 Jefferies Financial Group Inc. 0.01% of their portfolio NEW YORK, NY 26,78526.8k $760.2k $760.2k 0.01% New
18 Lionshead Wealth Management, LLC 0.49% of their portfolio New York, NY 26,74026.7k $758.9k $758.9k 0.49% Reduced -54.4k -54,418
19 Grantvest Financial Group LLC 0.39% of their portfolio MATAWAN, NJ 23,82423.8k $676.1k $676.1k 0.39% Added +1.1k +1,063
20 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 22,52122.5k $639.1k $639.1k 0.01% Reduced -4.5k -4,535
21 Quad-Cities Investment Group, LLC 0.22% of their portfolio DAVENPORT, IA 21,49321.5k $610.0k $610.0k 0.22% New
22 Diligent Investors, LLC 0.13% of their portfolio REDLANDS, CA 21,10021.1k $598.8k $598.8k 0.13% Added +10.5k +10,500
23 Optivise Advisory Services LLC 0.29% of their portfolio FRANKLIN, TN 20,23220.2k $574.2k $574.2k 0.29% New
24 SOA Wealth Advisors, LLC. 0.09% of their portfolio NEW YORK, NY 19,39919.4k $550.5k $550.5k 0.09% Added +419 +419
25 StoneX Group Inc. 0.02% of their portfolio NEW YORK, NY 17,06617.1k $484.3k $484.3k 0.02% New
26 FSB PREMIER WEALTH MANAGEMENT, INC. 0.13% of their portfolio WATERLOO, IA 16,53016.5k $469.1k $469.1k 0.13% Reduced -15 -15
27 Csenge Advisory Group 0.02% of their portfolio CLEARWATER, FL 14,83914.8k $421.1k $421.1k 0.02% New
28 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 13,51713.5k $384.0k $384.0k 0.00% New
29 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 13,50513.5k $383.3k $383.3k 0.01% New
30 Avidian Wealth Enterprises, LLC 0.01% of their portfolio Houston, TX 13,19213.2k $374.4k $374.4k 0.01% Added +362 +362
31 Fragasso Financial Advisors Inc 0.02% of their portfolio SEWICKLEY, PA 12,91412.9k $366.5k $366.5k 0.02% Unchanged
32 FORTRESS PRIVATE LEDGER, LLC 0.10% of their portfolio RALEIGH, NC 12,63512.6k $358.6k $358.6k 0.10% Reduced -514 -514
33 Mariner, LLC 0.00% of their portfolio Overland Park, KS 12,10012.1k $343.4k $343.4k 0.00% Reduced -400 -400
34 KINTRA WEALTH, LLC 0.02% of their portfolio WILLIAMSPORT, PA 11,81911.8k $339.6k $339.6k 0.02% Reduced -282 -282
35 Harvest Investment Services, LLC 0.05% of their portfolio Oakbrook Terrace, IL 11,68111.7k $331.5k $331.5k 0.05% Reduced -351 -351
36 Wood Tarver Financial Group, LLC 0.08% of their portfolio BOISE, ID 11,36711.4k $322.0k $322.0k 0.08% Reduced -151 -151
37 Benson Wealth Management INC 0.32% of their portfolio OOLTEWAH, TN, TN 11,34911.3k $322.1k $322.1k 0.32% Reduced -416 -416
38 Geneos Wealth Management Inc. 0.01% of their portfolio ENGLEWOOD, CO 11,16011.2k $316.7k $316.7k 0.01% Added +5.6k +5,580
39 DHJJ Financial Advisors, Ltd. 0.08% of their portfolio NAPERVILLE, IL 9,3699.4k $265.9k $265.9k 0.08% Added +3.5k +3,460
40 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 8,4638.5k $240.2k $240.2k 0.00% Reduced -2 -2
41 GTS SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 8,2538.3k $234.2k $234.2k 0.00% New
42 LEVEL FOUR ADVISORY SERVICES, LLC 0.01% of their portfolio DALLAS, TX 7,9367.9k $225.2k $225.2k 0.01% New
43 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 7,9157.9k $224.6k $224.6k 0.01% Reduced -11 -11
44 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 7,6457.6k $217.0k $217.0k 0.00% New
45 SILVER OAK SECURITIES, INCORPORATED 0.01% of their portfolio JACKSON, TN 7,1817.2k $203.8k $203.8k 0.01% New
46 Kovack Advisors, Inc. 0.01% of their portfolio FT. LAUDERDALE, FL 7,1787.2k $203.4k $203.4k 0.01% New
47 Spire Wealth Management 0.01% of their portfolio MCLEAN, VA 6,1166.1k $173.6k $173.6k 0.01% Unchanged
48 Pinnacle Wealth Planning Services, Inc. 0.02% of their portfolio MANSFIELD, OH 5,7565.8k $163.4k $163.4k 0.02% Unchanged
49 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 5,7285.7k $163.0k $163.0k 0.00% Unchanged
50 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 5,3115.3k $150.7k $150.7k 0.00% Added +2.0k +2,021
51 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.01% of their portfolio BLUE BELL, PA 4,1284.1k $117.2k $117.2k 0.01% Unchanged
52 LANARK FINANCIAL, INC. 0.01% of their portfolio BIRMINGHAM, AL 3,7983.8k $107.8k $107.8k 0.01% Unchanged
53 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 3,6973.7k $104.9k $104.9k 0.00% Added +19 +19
54 Buck Wealth Strategies, LLC 0.00% of their portfolio DENVER, CO 1,6701.7k $47.4k $47.4k 0.00% New
55 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio ORLANDO, FL 1,6531.7k $46.8k $46.8k 0.00% New
56 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 1,0801.1k $30.6k $30.6k 0.00% Added +63 +63
57 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 1,0001.0k $28.4k $28.4k 0.00% Reduced -545 -545
58 Noble Wealth Management PBC 0.01% of their portfolio GREENWOOD VILLAGE, CO 875875 $24.8k $24.8k 0.01% Reduced -125 -125
59 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 690690 $19.6k $19.6k 0.00% Added +261 +261
60 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 546546 $15.5k $15.5k 0.00% New
61 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 521521 $14.8k $14.8k 0.00% Unchanged
62 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 500500 $14.2k $14.2k 0.00% Unchanged
63 Ashton Thomas Private Wealth, LLC 0.00% of their portfolio SCOTTSDALE, AZ 453453 $12.9k $12.9k 0.00% Reduced -668 -668
64 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 400400 $11.4k $11.4k 0.00% New
65 AMERIFLEX GROUP, INC. 0.00% of their portfolio LAS VEGAS, NV 400400 $11.4k $11.4k 0.00% Unchanged
66 Park Square Financial Group, LLC 0.01% of their portfolio ROSWELL, GA 3434 $965 $965 0.01% New